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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
West Oak Capital
5326
West Oak Capital
California
USD 252 M -USD 3.16 M -1% 7.89% 110% 322 18.01% 7.1
Arcadia Wealth Management (New Hampshire)
5327
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 252 M +USD 23.3 M +10% 6.04% 55.5% 65 15.38% 1.8
AAFMAA Wealth Management & Trust
5328
AAFMAA Wealth Management & Trust
North Carolina
USD 252 M +USD 10.2 M +4% 4.6% 62.3% 82 0% 1.8
OIA
5329
Optimum Investment Advisors
Illinois
USD 252 M +USD 21.8 M +9% 11.4% 125% 631 5.55% 6.5
Wittenberg Investment Management
5330
Wittenberg Investment Management
Massachusetts
USD 252 M +USD 23 M +10% 15.9% 89.9% 78 6.41% 5.5
Landmark Wealth Management (New York)
5331
Landmark Wealth Management (New York)
New York
USD 252 M +USD 17 M +7% 4.76% 42.7% 89 6.74% 1.9
Decatur Capital Management
5332
Decatur Capital Management
Georgia
USD 252 M +USD 23.5 M +10% 14.1% 155% 43 18.6% 4.3
Fedenia Advisers
5333
Fedenia Advisers
Wisconsin
USD 252 M +USD 40.2 M +19% 14.2% – 186 37.63% 0.4
Vivid Wealth Management
5334
Vivid Wealth Management
Iowa
USD 252 M +USD 24 M +11% 8.75% 107% 71 18.31% 1.1
Kennedy Investment Group
5335
Kennedy Investment Group
New Jersey
USD 252 M +USD 16.1 M +7% 8.23% 95.4% 144 9.72% 2
DI
5336
Disciplined Investments
Oklahoma
USD 251 M +USD 15.1 M +6% 5.15% 51.4% 132 7.58% 3.8
Deepwater Asset Management
5337
Deepwater Asset Management
Minnesota
USD 251 M -USD 1.36 M -0.5% 6.21% 142% 33 45.45% 1
Sellwood Investment Partners
5338
Sellwood Investment Partners
Oregon
USD 251 M +USD 41.9 M +20% 5.35% – 107 54.21% 0.3
Powers Advisory Group
5339
Powers Advisory Group
Illinois
USD 251 M +USD 23.7 M +10% 4.9% 49.8% 121 4.96% 2.6
Summit Investment Advisory Services
5340
Summit Investment Advisory Services
Minnesota
USD 251 M +USD 21.1 M +9% 7.01% 74.2% 77 9.09% 1.1
SLA
5341
Silver Lake Advisory
Utah
USD 251 M +USD 16.3 M +7% 6.92% 76.7% 109 9.17% 4.3
ECP ControlCo
5342
ECP ControlCo
New Jersey
USD 251 M +USD 35.7 M +17% 12.8% 42.5% 4 0% 2.9
Dover Advisors
5343
Dover Advisors
Virginia
USD 251 M +USD 23.8 M +10% 7.29% 65% 175 12.57% 1.6
Spreng Capital Management
5344
Spreng Capital Management
Ohio
USD 251 M +USD 8.85 M +4% 7.21% 72.5% 79 7.59% 4.2
Argentarii
5345
Argentarii
Ohio
USD 251 M +USD 32.7 M +15% 11.6% – 174 15.52% 0.6
Arrowroot Family Office
5346
Arrowroot Family Office
California
USD 251 M +USD 27.5 M +12% 5.9% – 149 12.75% 1.8
Elevation Capital Advisory
5347
Elevation Capital Advisory
Oregon
USD 250 M +USD 899 k +0.4% 6.38% – 82 59.76% 0.5
OGF
5348
Orin Green Financial
California
USD 250 M +USD 13.9 M +6% 6.28% 59.1% 88 11.36% 0.4
Adaptive Financial Consulting
5349
Adaptive Financial Consulting
Ohio
USD 250 M +USD 10.7 M +4% 4.13% 33.4% 21 9.52% 4.6
Abound Financial
5350
Abound Financial
California
USD 250 M +USD 22.7 M +10% 7.43% – 72 9.72% 0.7